Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Global Finance

OCTOBER 31, 2024

That level of concentration defines ICBC, the world’s largest bank by assets and winner of this year’s Best Corporate Bank award. Star of Hong Kong : CMB Wing Lung Bank As Hong Kong’s market integration with mainland China accelerates, financial institutions are clearing a channel. At the end of 2023, consumer loans totaled ¥2.86

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

Spreadym

NOVEMBER 3, 2023

Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income. This may involve taking advantage of tax-advantaged accounts and deductions. This metric helps assess the effectiveness of marketing and sales efforts.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Matthew: So, in general, let’s say, the Russia-Ukraine war is happening and the market drops 15%. What are we doing proactively, rebalancing, got to stay in the market?”

Planning 130

Planning Profit and Loss Communication Education 130

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

NOVEMBER 28, 2022

Because the advisor’s target client will probably only have certain planning needs (and may not require others), advisors can offer the value-adds from the hundreds of options available that best serve this target client. Adam is an Associate Financial Planning Nerd at Kitces.com. Author: Adam Van Deusen. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130